Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

LEGACY INVESTOR GROUP MARTINEZ 401(k) Plan

What public Form 5500 filings show about the LEGACY INVESTOR GROUP MARTINEZ 401(k) plan — and how to find and check your own account.

Plan assets
$23K
Participants
11
Plans on file
1

The LEGACY INVESTOR GROUP MARTINEZ 401(k) on its latest Form 5500

LEGACY INVESTOR GROUP MARTINEZ (EIN 84-2676494) reports LEGACY INVESTOR GROUP MARTINEZ 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $23K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full LEGACY INVESTOR GROUP MARTINEZ filing — schedules, fees, and providers.

Who runs the LEGACY INVESTOR GROUP MARTINEZ 401(k)?

LEGACY INVESTOR GROUP MARTINEZ’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask LEGACY INVESTOR GROUP MARTINEZHR for the recordkeeper’s name and login.

How to check your LEGACY INVESTOR GROUP MARTINEZ 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LEGACY INVESTOR GROUP MARTINEZ HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: LEGACY INVESTOR GROUP MARTINEZ — all Form 5500 filings (EIN 84-2676494) · Georgia employer EIN lookup · Form 5500 search
LEGACY INVESTOR GROUP MARTINEZ 401(k) Plan — Form 5500